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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,514 | $78,694+57.0% | $67,652+82.6% | $125,393-1.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -2.61% | 9.46%-12.1pp | 6625.04%-6627.7pp | 282.23%-284.8pp |
| Employer contribution / active EE | $6,642 | $3,044+118.2% | $2,266+193.2% | $4,866+36.5% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,351-100.0% |
| Admin fee / account holder | $44,952 | $7,403+507.2% | $4,821+832.4% | $9,541+371.2% |